Sage CRM is a customer relationship management software supporting sales, marketing, and customer service. It’s specifically designed to enhance customer acquisition, expedite sales processes, and foster profitable relationships.
- Targeted for Small and Medium Businesses: Customizable for unique business processes, with quick deployment in cloud or on-premises.
- User-Friendly and Cost-Effective: Easy to use with a quick return on investment, reducing both time and financial resources.
- Customization and IT Requirements: Suitable for businesses with varying levels of customization needs and IT capabilities. Offers cloud-based solutions for those without in-house IT resources and on-premises solutions for those with advanced customization and integration requirements.
Sage CRM Key Features
- Budgeting, Planning, & Forecasting: Features include point-and-click reporting, real-time data access, graphical forecasting, and customizable reports for strategic decision-making.
- CRM/Marketing Automation and Campaign Management: Focuses on understanding and retaining customers, with tools for managing marketing campaigns, targeted marketing, and integrated document creation.
- Customer Care and Document Library: Offers real-time customer data access for enhanced service, alongside a centralized document repository for efficient management.
- Time Management and Project Management: Includes an interactive calendar integrated with Microsoft Outlook, task reminders, and tools for managing accounts, activities, and automated sales processes.
- Sales Cycle and Force Automation: Provides insights into the sales cycle, management tools for the sales pipeline, and real-time sales data access to understand customer behaviors and preferences.